Filed September 5, 2025 (most recent of 3 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,059 | $81,446+173.9% | $103,374+115.8% | $80,874+175.8% |
| Participation rate | 76.9% | 66.9%+10.1pp | 74.5%+2.4pp | 67.6%+9.3pp |
| Annual return | 11.82% | 25.57%-13.8pp | 24.89%-13.1pp | 35.62%-23.8pp |
| Employer contribution / active EE | $5,455 | $3,107+75.6% | $3,869+41.0% | $2,756+97.9% |
| Participant deferral / active EE | $9,197 | $3,870+137.6% | $5,058+81.8% | $4,297+114.0% |
| Admin fee / account holder | $47,794 | $6,715+611.8% | $8,394+469.4% | $6,935+589.1% |